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About the company
VZ Holding AG is a Switzerland-based holding company engaged in the provision of financial advisory services. It advises individuals and companies on various aspects of investment, mortgage, tax, insurance, retirement and estate planning. The Company operates two business segments: private client segment and corporate client segment. The private client segment focuses on financial consulting and wealth management services, as well as banking services, aimed at wealthy private individuals aged 50 or over. The corporate client segment focuses on the consultancy activities relating to benefit planning, insurance and risk management, as well as cooperates within a framework of an insurance management mandate. The key service in this segment is the administration of pension fund solutions, as well as managing pension funds. The Company operates through wholly owned subsidiaries in Switzerland and Germany, as well as through a minority owned subsidiary Frueh & Partner Vermoegensverwalt AG.
- Revenue in CHF (TTM)489.24m
- Net income in CHF186.94m
- Incorporated1992
- Employees1.39k
- LocationVZ Holding AGInnere Gueterstrasse 2ZUG 6300SwitzerlandCHE
- Phone+41 442072727
- Fax+41 442072728
- Websitehttps://www.vermoegenszentrum.ch/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| St James's Place PLC | 21.85bn | -11.66m | 3.02bn | 2.30k | -- | 2.66 | 80.09 | 0.1384 | -0.0178 | -0.0178 | 34.50 | 1.79 | 0.1168 | -- | -- | 8,236,249.00 | -0.0061 | 0.1589 | -- | -- | -- | -- | -0.0523 | 2.21 | -- | -- | 0.2744 | 101.78 | 259.33 | -- | -102.48 | -- | 20.50 | -13.15 |
| Vontobel Holding AG | 1.70bn | 214.70m | 3.17bn | 2.28k | 14.87 | 1.47 | 9.90 | 1.87 | 3.75 | 3.75 | 29.65 | 37.85 | 0.0569 | -- | -- | 745,494.50 | 0.7198 | 0.9131 | 1.26 | 1.79 | 76.67 | 78.32 | 12.66 | 15.97 | -- | -- | 0.8502 | 57.71 | 2.45 | 3.48 | -6.57 | -0.5497 | -1.01 | 7.39 |
| Abrdn PLC | 1.70bn | 13.86m | 3.25bn | 5.06k | 197.29 | 0.5542 | 20.42 | 1.91 | 0.0078 | 0.0078 | 0.7637 | 2.76 | 0.171 | -- | -- | 291,419.50 | 0.1392 | 2.89 | 0.1394 | 3.06 | 94.84 | 94.76 | 0.8141 | 17.15 | -- | 6.82 | 0.1053 | 110.90 | -4.16 | -5.40 | 102.18 | -- | -17.67 | -8.40 |
| Turkiye Kalkinma ve Yatirim Bankasi AS | 536.06m | 124.69m | 3.28bn | 528.00 | 25.47 | 9.44 | 26.08 | 10.04 | 0.8286 | 0.8286 | 2.17 | 2.23 | -- | -- | -- | -- | 3.62 | 2.86 | -- | -- | -- | -- | 38.20 | 42.94 | -- | -- | -- | 0.00 | 149.17 | 87.99 | 137.75 | 90.70 | 49.65 | -- |
| IG Group Holdings plc | 1.14bn | 348.13m | 3.45bn | 2.54k | 10.87 | 1.66 | 8.16 | 3.03 | 0.7354 | 0.739 | 2.41 | 4.82 | 0.344 | -- | 1.96 | 388,678.50 | 10.53 | 16.41 | 13.13 | 21.00 | 98.37 | 97.94 | 30.60 | 37.94 | -- | -- | 0.1466 | 55.71 | 4.67 | 11.62 | -8.18 | 9.94 | 13.35 | 0.9092 |
| Man Group PLC | 1.06bn | 212.76m | 3.54bn | 1.79k | 16.70 | 2.42 | 12.55 | 3.33 | 0.153 | 0.153 | 0.762 | 1.06 | 0.304 | -- | 2.08 | 513,828.70 | 6.09 | 11.61 | 7.84 | 14.98 | -- | -- | 20.03 | 27.23 | -- | -- | 0.2079 | 47.55 | -32.56 | 4.00 | -61.51 | -3.04 | 1.26 | -1.27 |
| Tikehau Capital SCA | 187.83m | 174.62m | 3.67bn | 758.00 | 21.52 | 1.16 | -- | 19.52 | 0.9782 | 0.9782 | 1.05 | 18.18 | 0.0388 | -- | 1.88 | 250,711.10 | 3.60 | 3.61 | 3.85 | 3.78 | -- | -- | 92.92 | 63.54 | -- | 4.78 | 0.3182 | 54.29 | -36.86 | -- | -44.82 | -- | -- | 24.57 |
| Azimut Holding SpA | 1.36bn | 429.52m | 3.73bn | 1.66k | 8.38 | 2.35 | 7.62 | 2.73 | 3.14 | 3.14 | 9.98 | 11.20 | 0.1418 | -- | 4.98 | 833,284.90 | 4.70 | 5.09 | 5.12 | 5.41 | 75.09 | 71.83 | 33.17 | 36.21 | -- | 160.84 | 0.2503 | 35.41 | 6.78 | 13.87 | 6.91 | 28.81 | 8.17 | -3.58 |
| Swissquote Group Holding SA | 589.04m | 217.63m | 4.18bn | 1.13k | 18.74 | 4.51 | 16.35 | 7.09 | 14.55 | 14.55 | 39.38 | 60.48 | 0.0584 | -- | -- | 519,439.00 | 2.16 | 1.72 | 19.08 | 20.84 | 96.45 | 94.51 | 36.95 | 31.53 | -- | 7.05 | 0.9056 | 23.30 | 29.24 | 18.46 | 38.27 | 37.30 | 15.18 | 33.87 |
| VZ Holding AG | 489.24m | 186.94m | 4.30bn | 1.39k | 22.68 | 4.61 | 20.48 | 8.80 | 4.74 | 4.74 | 12.42 | 23.34 | 0.0784 | -- | 6.12 | 351,716.00 | 3.00 | 2.74 | 13.86 | 12.56 | 99.08 | -- | 38.23 | 36.39 | -- | 236.93 | 0.3711 | 43.82 | 16.78 | 11.48 | 23.72 | 13.76 | -5.98 | 17.98 |
| European Energy Exchange AG | -98.84bn | -98.84bn | 4.39bn | 764.00 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 5.24 | -- | 3.13 | -- | -- | -- |
| Robeco Sustainable Global Str Eqts FndNV | 313.57m | 286.53m | 4.75bn | -- | 10.63 | 0.941 | -- | 15.14 | 5.65 | 5.65 | 6.26 | 63.79 | 0.0976 | -- | 5.38 | -- | 8.91 | 9.68 | 8.91 | 9.69 | 91.38 | 91.88 | 91.38 | 91.84 | -- | -- | 0.00 | 20.36 | -158.37 | -- | -163.56 | -- | -- | -- |
| Hargreaves Lansdown PLC | 869.80m | 348.36m | 4.92bn | 2.28k | 14.14 | 5.97 | 13.45 | 5.66 | 0.6354 | 0.6354 | 1.59 | 1.50 | 0.6697 | -- | 1.38 | 330,830.00 | 26.82 | 24.30 | 44.94 | 49.85 | -- | -- | 40.05 | 46.86 | -- | -- | 0.0141 | 77.54 | 26.09 | 10.43 | 49.70 | 6.50 | 7.11 | 5.21 |
| Moskovskaya Birzha MMVB-RTS PAO | 1.08bn | 607.17m | 5.44bn | 2.59k | 8.94 | 2.43 | 8.30 | 5.06 | 26.78 | 26.78 | 47.42 | 98.67 | -- | -- | -- | 41,627,800.00 | -- | 0.5984 | -- | 0.8066 | -- | -- | 56.45 | 49.77 | -- | 25.20 | 0.9682 | -- | 25.09 | 21.96 | 67.56 | 25.25 | 15.91 | -- |
| M&G PLC | 6.86bn | 342.93m | 5.65bn | 6.00k | 16.31 | 1.20 | 10.09 | 0.8228 | 0.126 | 0.126 | 2.52 | 1.71 | 0.0312 | -- | -- | 990,833.30 | 0.1623 | 0.0518 | -- | -- | -- | -- | 5.20 | 0.8461 | -- | 4.21 | 0.6725 | 426.99 | 550.76 | -- | 114.36 | -18.16 | 15.53 | -- |
Data as of May 17 2024. Currency figures normalised to VZ Holding AG's reporting currency: Swiss Franc CHF
12.83%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Capital Research & Management Co. (World Investors)as of 31 Mar 2024 | 1.56m | 3.91% |
| Invesco Advisers, Inc.as of 31 Mar 2024 | 556.90k | 1.39% |
| The Vanguard Group, Inc.as of 09 May 2024 | 462.21k | 1.16% |
| Premier Fund Managers Ltd.as of 30 Nov 2023 | 423.47k | 1.06% |
| UBS Asset Management Switzerland AGas of 07 May 2024 | 390.79k | 0.98% |
| Credit Suisse Asset Management (Schweiz) AGas of 29 Feb 2024 | 382.30k | 0.96% |
| Mawer Investment Management Ltd.as of 31 Dec 2023 | 368.84k | 0.92% |
| Norges Bank Investment Managementas of 31 Dec 2023 | 345.16k | 0.86% |
| FIL Investments Internationalas of 09 May 2024 | 327.55k | 0.82% |
| Pictet Asset Management SAas of 31 Jan 2024 | 308.80k | 0.77% |
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Data from 31 Dec 2023 - 31 Mar 2024Source: FactSet Research Systems Inc.
